Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dilanthie? Claim Your ProfileDilanthie Harshinie Jayasekara is a financial advisor with Charles Schwab & CO., Inc. Dilanthie has been in the industry since 1996 and has a wide range of experience in providing financial advice to individuals and businesses. Dilanthie holds multiple licenses and registrations, including Series 7, 9, 10, 63, and 66. Before joining Charles Schwab, Dilanthie worked with CITICORP INVESTMENT SERVICES and TD WATERHOUSE INVESTOR SERVICES, INC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CA
01/17/2007 - Present
Charles Schwab & CO., Inc. (Los Gatos CA)
CA
10/21/2005 - 07/31/2006
CITICORP INVESTMENT SERVICES (SAN JOSE CA)
NE
11/20/1996 - 03/24/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 10/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/19/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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